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Salesforce Platform Reviews: 4.5/5 — Highly Rated
Salesforce is a cloud-based software designed to help businesses find more prospects, close more deals, and provide customer satisfaction. It is a complete suite of products, that unites sales, service, marketing, commerce, and IT teams with a single, shared view of customer information, helping the business grow relationships with customers and employees alike.
| Company | Salesforce |
|---|---|
| Year founded | 1999 |
| Company size | 10,001+ employees |
| Headquarters | San Francisco, California |
| Social Media |
| Capabilities |
AI
API
|
|---|---|
| Segment |
Small Business
Mid Market
Enterprise
|
| Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
| Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
| Training | Documentation |
| Languages | English |
Compare Salesforce Platform with other popular tools in the same category.
The best thing about the Salesforce CRM is that we can we can develop and deploy innovative apps or integrate with power applications. And also it is very easy to use and implement.
Salesforce provides restricted or limited data storage.
Salesforce is use to centralizes and organizes customer data, ensuring a unified view of customers across different touch points and departments.
In Salesforce there are many things which can automate without writing a single line of code.
In Salesforce there are some limitations like apex limit. Need to purchase licence for advanced features like marketing cloud, sales cloud, financial cloud.
Use of name credentials at the time of third party integration.
Salesforce's CRM suite is incredibly robust, covering everything from sales and marketing to customer service. As a trainer for the support team, it's very interesting to teach about the different uses and sides and its interactive platform made it easier to relate. Salesforce's high level of customization is a standout feature. We've been able to tailor the platform to our specific needs, creating workflows and applications that align perfectly with our business processes.
It's very complex for a new user who has never used a CRM and has a huge learning curve. Salesforce also relies on consistent internet connectivity which makes it difficult to use on mobile data sometimes.
One common problem it addresses is the need for a centralized and streamlined approach to managing customer interactions, retention, and others. Before implementing Salesforce, our team faced challenges in managing leads, tracking customer interactions, and maintaining a unified view of their pipeline. With Salesforce, our all teams had a 360-degree view of each customer. They were able to analysis the customer needs and provide better resolutions visible to required team members.
We decided with a platform approach for our key business processes a number of years ago and following a procurement we decided with Salesforce as the tool we were going to use to digitalise, centralise and tranform our processes. It is easy to use. It was relatively easy to implement and for end users to adopt. We have seen great efficiencies from the processess we have managed to get onto Salesforce, and the data which that creates along side it too. We are very happy with the tool and can't wait to expand it into new areas of the organisation.
Word or warning: You will need some level of Salesforce capabilities inside your organisation if you adopt. We didnt for a long time and it hampered us. Wish we had noticed this from the start.
Digitising business processes mainly to create efficiency and reduce risk.
Salesforce is great for looking at all customer information and keeping track of billing. I use it every day to manage customer cases and work cross-functionally with different departments
Can be difficult to switch contacts or create multiple contacts
*cases for our event services customers *account and billing information to vet customers and see updated contact info
Salesforce PaaS is robust and agile platform to develop enterprise level apps and tools
Sometimes its confusing what to use for certain type of application.
Agile platform to build the enerprise apps quickly
The declarative programming capabilities
Some features needs extend to handle needed functionalities
The fact that is cloud based , it helps a lot that multiple people can work in parallel in the same org
User-friendly platform & best for sales.
I didn't get any dislike yet... if I will get then sure let inform.
Most benifit for getting sales solution.
Salesforce has best customer interaction and streamlined collaboration.
Nothing specific which I think, I can dislike about it.
It provides a customer relationship management (CRM) platform that enables me to manage the customer interactions and streamline the sales, marketing, and customer service processes
Salesforce is the necessary component for sales work (or so it seems) these days. There are other options out there, however Salesforce has done such a good job of capturing the market at the right point, and Salesforce does a great job of standing teams up very quickly to get the most out of their product! I use it daily to build reports for my team, I am a bit of a super-user beyond my role, and find building dashboards very easy. I often help onboard new teammates due to the lateral data I have gathered from other organizations. The good thing is if you've used Salesforce as a base at any other place, you'll be able to slide right in to using it at your next job!
I find there is a bit of complacency from Salesforce regarding the features and products/pricing as well as the gaping data solutions problem on the back-end of their solution. It is often extremely hard to navigate your system after a few years of operation, unless you have a dedicated individual on your team for data clean-up and do so quarterly.
Salesforce platform drives everything from our up front leads and generation of marketing campaigns, all the way through lifecycle management of our clients (with the additional tools and features we have added on to our cloud platform). It is benefitting us with a 360 view of our process, where our leads come from, where to spend time and energy (with limited resources). The tool is the go to solution for most elements of the business process these days, understanding there are cloud add-ons that I haven't had the need to use yet.
I like the flexibility it provides for querying a huge volume of CRM data! It is not easy to maage this volume of data but Salesforce has been instrumental in dpoing so and from using CRM platforms like Zuora and CPQ data I rely on Salesforce data for everyday work.
Sometimes it is difficult to understand one on one relationships betweenlike say Customer snad their Parent Accounts, this becomes confusing to understand clearly!
Salesforce is solving the needs of 100s of CRM companies utilizing Saas, CRM, and all kinds of tech data. It has reached a stage that almost every company needs it to be sustain the evryday demands of customers and doing it in an efficient manner.
Salesforce is great because it's able to be customized and store tons of information for multiple users.
It's hard to learn how to use and complicated. Reporting systems are not very intuitive or user friendly.
Information storage and integration
Salesforce sales cloud have immense out of the box functionalities which boost sales and reach to the customers. It is effective in customer nurturing process using a CRM.
It is costlier for micro or medium scale business. It should also provide more out of the box features for sales agents.
Salesforce platform solved mundane business problems with user friendly interface and by eliminating agents or users manual work. Thus, it benefits with time saving and smart working using a CRM.
It help me keep or track customer sales data. it ease the managment of Leads, business oportunities. It help me better understand the customer and my territory. IT also help me plan my stratigies base on how my customers are doing. i use saleforce daily and easy to handle huge territory, and able to grow my sales with help of saleforce Implementation and integration from other software is also easy it take all the data from past software.
Though it offer many feature , few of the feature is less helpful for example map feature , it take alot of loading and not that helpful
Salesforce is helping me organize huge customer data in most effective way.because of which i am able to get productive output on my sales. Salesforce inproved our prodcutivity and save alot of time.
Super easy to use with amazing out-of-the-box Integrations and Easy to define stages and can be custzomised for a business of any size!
Can take some more time setting it up and can be a bit clunky at times!
Pipeline intel and building customer data!
Its strongest point is its clarity and ease of use. The possibility of additional configurations is very well done here
too many options to fill out but it's no longer the program's fault but the employer's
thanks to salesforce, the sales force is able to plan its sales channel
The level of details it emcompasses at every level and part of the frontline organisation. It gives the ability in decision at various levels of the organisation. From technical side, it can intergrate seamlessly with various enterprise solutions.
Conflicts with other enterprise solutions can be challenging at times and can lead long lead times.
We are trying to equip the frontline in Sales, Customer Service and Marketing in performing their job in most effective and efficient manner
I like how nicely laid out everything on the new platform is. It looks more modern and fresh than the old one.
It seems like there are parts of the system I can no longer get to, but maybe I need to learn a bit more.
Salesforce is integral to our business, as it allows us to log and track all of our deals and paperwork
Salesforce is easy to use and provides comprehensive functionality for customer relationships. I manage campaigns to generate leads and then easily convert leads to contacts, accounts and opportunities. When opportunites are closed, they link back to the campaigns that generated them and proivde an ROI analysis on the campaigns for future campaign investment decision-making. It's easy to customize fields and workflows to tailor the system to the way my company does business. Also, the system integrates with most platforms for seemless workflow across multiple systems.We have our instance integrated with Quickbooks, Thought Industries, ActiveCampaign and Ebsta Revenue Intelligence. Also, we used the Salesforce environment to develop three apps, which we sell on AppExchange (Stakeholder Intel, Client Scorecard and CoachTalk).
The Lightning interface is a great upgrade from Classic, howevrer, some functionality is not as intuitive as other modern systems.
Single source of truth for customer interactions. Development platform for apps.
You can upload a lot of dat get analytics
If you need to make a change on the platform it is not easy
Having all the data of my leads & clients and build the sales forecast
From the DevOps side, Deployment is very smooth, I have automated the process with the help of Jenkins and Ant.
Post deployment steps, there should be some way to automate them as well.
It's cloud based company so we no need to maintain our own infra, everything is provided and maintained by Salesforce.
I love how you can store are types of data in a aplatform where it's easy to use and can discover new ways to use the data stored each day. It's user friendly, easy to promote to others, and truly makes an impact in business success
The only dislike I have is I am not able to perform some of my admin abilities via a mobile app. There use to be SaleforceA, which was designed to let admins at least perform user management tasks via their phone. For example, resetting users passwords. I would like to be able to go about without bringing my tablet or laptop everywhere. I know users can self reset their password but their is a bug that prevents then doing so when the link is sent to Outlook. There are workarounds but it is more secure to gave the admins reset. I truly love everything else about the platform. I want an easier way to admin On-The-Go
I work for a telemedicine company where we store patient information submitted by clients to be sent to another third party app for medical billing. Before Salesforce, we were not able to have the data seamlessly from one app to another, where providers submit their billing in one app, notes about the patient in another, also being able to connect to the patient with our technology, and it caused issues where we couldn't see the patients efficiently. With Salesforce, it allowed us to connect all of our processes to a quick and painless action, real-time and not only is our company doing better but hospitals and their patients are able to have a better experience
Low code no code development with excellent speed to market timelines. Supports team collaboration and analytics and reporting ootb
The license cost, not open source and integrations are not intuitive
Customer relationship management, case management, contact center desktop
The ability top configure changes easily and seamlessly. Very little development intervention required or neccessary to make transformative changes.
Not much to dislike. Would love more prescriptive solutions, good thing that's coming!
Order management. Less human intervention is required to process orders and realize revenue. Our teams are able top focus on other tasks.
Single source of truth for customer information
Implementation. Nothing is OOTB. Also - frustrating that Marketing and Sales cloud are not seamless
Single source of truth for customer data
Salesforce is the best software in the world. Hands down. The scalability of the software along with the flexibility and constant updates and improvements make the software as a whole better than anything out there
Cost is always the thing that comes up. But the ROI is always there for easy wins. I think if they could scale down their cost they could see a huge influx of extra customers because at first look it's a lot to take in
Salesforce's ability to deliver solutions to the end users with clicks and not code is next to none. But when you combine it will the ability to build programmatic and reusable components that can then be used with point and click there is nothing better
I like how customizable it is without needing a coding background.
It can be difficult for some users to learn.
Salesforce allows us to manage out deals from due diligence through expiration. It would be a mess to track things any other way.
Multiple solutions for any size problem I'm working on
Learning curve to get the most out of the platform and some legacy items that require workarounds
Connects all my customer data from pre to post sale
Out of the box functionalities and automations
Cos of licenses is huge for small comapnies
It provide base for our CRM application.
Easy to use, fun to build! It's a great platform to collaborate with stakeholders to build what matters
A lot of features require additional paid licenses. Many features are from acquisitions and can be clunky.
We run our business with Salesforce and have several cloud products.